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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,912 | $82,028-11.1% | $123,105-40.8% | $59,633+22.3% |
| Participation rate | 94.7% | 83.2%+11.5pp | 86.8%+8.0pp | 68.7%+26.1pp |
| Annual return | -0.54% | 5.12%-5.7pp | 13.22%-13.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $4,588 | $3,297+39.2% | $5,151-10.9% | $2,203+108.3% |
| Participant deferral / active EE | $3,010 | $4,667-35.5% | $6,229-51.7% | $3,192-5.7% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |